Sample Flow to Generate CS Work Suggestion via an Account Triggered Flow

Create a new Record-Triggered flow. In the Configure Start window, set:

Object: Account

Trigger the Flow When: A record is updated

Condition requirements: Formula Evaluates to True;

Then add the following conditions:

{!$Record.Health_Score__c} <= 80

When to Run the Flow for Updated Records: Only when a record is updated to meet the condition requirements

Optimize the Flow for: Actions and Related Records

Add an Action element. Select the Process Policies action, then enter the required input values

Label: Process Policies

API Name: Process_Policies

Set Input Values

Account: {!$Record}

Event Description: {!EventDescription}

Transaction Control: Let the flow decide

Add a Decision element to validate the results of Process Policies.

Create a Success outcome and set the condition to: {!Process_Policies.IsSuccess} Equals {!$GlobalConstant.True}

Create an Error outcome and set the condition to: {!Process_Policies.IsSuccess} Equals {!$GlobalConstant.False}

For both outcomes, set When to Execute Outcome: If the condition requirements are met.

For the faulty Process Policies apex action, add an Assignment element and set the following assignments:

{!ProcessPoliciesResultNotificationBody} Equals {!ProcessPoliciesFaultMessage}

{!ProcessPoliciesResultNotificationTitle} Equals Process Policies Failed

For a successful outcome of the Process Policies decision element, add a Get Records element and complete the window as follows:

Object: Work Suggestion

Condition Requirements: All Conditions Are Met (AND)

Add the following condition: Id Equals {!Process_Policies.NewWorkSuggestionId}

How Many Records to Store: Only the first record

How to Store Record Data: Choose fields and let Salesforce do the rest

Select Work Suggestion Fields to Store in Variable: Id and Name

For the error in the Process Policies Decision element, add an Assignment element and set the following assignments:

{!ProcessPoliciesResultNotificationBody} Equals {!ProcessPoliciesErrorMessage}

{!ProcessPoliciesResultNotificationTitle} Equals Process Policies Failed

For the successful Get Records element, add an Assignment element and set the following assignments:

{!ProcessPoliciesResultNotificationBody} Equals {!ProcessPoliciesSuccessMessage}

{!ProcessPoliciesResultNotificationTitle} Equals Process Policies Succeed

Add an Action element to send email notification to the user.

Set Input Values

Recipient Addresses: [email protected]

Sender Type: CurrentUser; Sender Email Address: {!$User.Email}

For email content set the following:

Subject: {!ProcessPoliciesResultNotificationTitle}

Body: {!ProcessPoliciesResultNotificationBody}